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Riskalyze Welcomes Redwood Investment Management to the Partner Store


We’re thrilled to welcome Redwood Investment Management into the Riskalyze Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Advisors can now access 15 unique Redwood Engineered Risk-Budgeted Models at no cost, drop them right into their accounts, and customize them with just a few clicks.

Redwood Investment Management is an institutional boutique money manager that partners with financial planning and retirement planning advisors by providing customized turnkey investment model solutions including private label marketing and client service materials that lead to enhanced client experiences and accelerated advisor growth.

Redwood’s research and experience demonstrate that by quantifying and managing Risk First, investment success follows. This RiskFirst™? philosophy is the foundation for managing our Engineered Risk Budget Models, which combine the benefits of low-cost passive beta with active, tactically risk managed, alpha pursuit to produce next generation multi-asset class, multi-strategy investment solutions. Defining the Maximum Drawdown (peak to trough loss) as the primary objective and then constructing efficient portfolios that stay within their defined Risk Budgets facilitates advisor-client relationships focused on controllable and achievable objectives. No one can control portfolio returns, but Redwood can manage portfolio risk.

Redwood is also the newest member of the Riskalyze No Platform Fee Program (NPF), which consists of 200 hand-picked funds from select strategists and asset managers in the Riskalyze Partner Store. The power of trading automation comes in with Riskalyze Trading. When you unlock Trading Automation, you can seamlessly take Redwood strategies from discovery, to decisions, to trade execution, and keep everything on track. Advisors using the funds through the Riskalyze Trading Platform can qualify to receive Riskalyze and Trading at no cost.


Interested in learning more about the partners, how to connect, and Riskalyze Trading? Check out this article on the Riskalyze Partner Store and read our Knowledge Base article on “Getting Started with Riskalyze Trading.”